Engage your clients with our online proposals. Built in seconds, they go to work when you win the business.
Improve your cashflow with secure client payment plans and put an end to chasing payments.
Explore and analyze unique insights. Focus on lead indicators to truly understand your practice.
Quickly edit proposals to avoid scope creep. We’ll handle all the necessary invoice, payment and workflow changes automatically for you.
Get compliant with our detailed audit trail, digital signatures and complete client approval process.
We've partnered with the leading accounting and workflow providers so everything is setup and in sync when it needs to be.
Easy to use product and great at client onboarding.
Spectacular job guys, you guys nailed it!
This is awesome - in 10 hours I have completed 135 fee proposals for my clients for the upcoming year.